OAM
Optimal Asset Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,408
| Closed | -$877K | – | 407 |
|
|
2020
Q4 | $877K | Hold |
9,408
| – | – | 0.12% | 256 |
|
|
2020
Q3 | $750K | Sell |
9,408
-595
| -6% | -$47.4K | 0.11% | 274 |
|
|
2020
Q2 | $758K | Sell |
10,003
-14,000
| -58% | -$1.06M | 0.12% | 257 |
|
|
2020
Q1 | $1.51K | Buy |
24,003
+16,799
| +233% | +$1.06K | 0.14% | 231 |
|
|
2019
Q4 | $613K | Buy |
+7,204
| New | +$613K | 0.09% | 296 |
|